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Cramer Rosenthal McGlynn’s Truist Financial TFC Stock Holding History

Cramer Rosenthal McGlynn’s Portfolio TFC Stock Details TFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$11.7M Sell
234,886
-7,908
-3% -$389K 0.59% 54
2026
Q1 		$11.2M Sell
242,794
-5,158
-2% -$255K 0.82% 46
2025
Q4 		$12.2M Sell
247,952
-22,977
-8% -$1.06M 0.79% 44
2025
Q3 		$12.4M Sell
270,929
-25,868
-9% -$1.17M 0.77% 49
2025
Q2 		$12.8M Sell
296,797
-103,988
-26% -$4.07M 0.88% 46
2025
Q1 		$16.5M Sell
400,785
-35,003
-8% -$1.56M 1.19% 37
2024
Q4 		$18.9M Sell
435,788
-16,347
-4% -$729K 1.07% 41
2024
Q3 		$19.3M Buy
452,135
+74,352
+20% +$3.14M 1.07% 43
2024
Q2 		$14.7M Buy
377,783
+20,474
+6% +$773K 0.86% 49
2024
Q1 		$13.9M Buy
357,309
+281,364
+370% +$10.3M 0.76% 55
2023
Q4 		$2.8M Buy
75,945
+13,522
+22% +$425K 0.15% 96
2023
Q3 		$1.79M Sell
62,423
-34,399
-36% -$1.06M 0.1% 98
2023
Q2 		$2.94M Sell
96,822
-24,168
-20% -$751K 0.15% 95
2023
Q1 		$4.13M Buy
120,990
+49,611
+70% +$2.17M 0.19% 93
2022
Q4 		$3.07M Buy
71,379
+2,499
+4% +$110K 0.14% 95
2022
Q3 		$3M Buy
68,880
+12,438
+22% +$598K 0.14% 95
2022
Q2 		$2.68M Sell
56,442
-28,091
-33% -$1.39M 0.12% 93
2022
Q1 		$4.79M Sell
84,533
-611
-0.7% -$37.7K 0.19% 87
2021
Q4 		$4.99M Buy
85,144
+1,419
+2% +$86.7K 0.16% 85
2021
Q3 		$4.91M Buy
+83,725
New +$4.68M 0.17% 88
2018
Q4 		– Sell
-160,819
Closed -$7.81M – 148
2018
Q3 		$7.81M Sell
160,819
-21,869
-12% -$1.12M 0.15% 117
2018
Q2 		$9.21M Sell
182,688
-151,310
-45% -$8.04M 0.17% 116
2018
Q1 		$17.4M Buy
+333,998
New +$18M 0.28% 106

Other funds holding TFC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Cramer Rosenthal McGlynn's TFC Position: Q2 2026 in Review

Cramer Rosenthal McGlynn reduced its Truist Financial (TFC) stake by 3.3% in Q2 2026, selling an estimated $389K and leaving 234,886 shares worth $11.7M. The position accounts for 0.59% of the portfolio, ranked #54.

Cramer Rosenthal McGlynn first reported a position in TFC in Q1 2018 and has held it in 23 quarters since. The position peaked at $19.3M in Q3 2024. 1,694 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Cramer Rosenthal McGlynn held 234,886 shares of Truist Financial worth $11.7M as of Q2 2026.
  • Cramer Rosenthal McGlynn sold 7,908 Truist Financial shares in Q2 2026, an estimated $389K.
  • Truist Financial made up 0.59% of Cramer Rosenthal McGlynn's portfolio in Q2 2026, its #54 holding.
  • Cramer Rosenthal McGlynn first reported a position in Truist Financial in Q1 2018 and has held it in 23 quarters since.
  • Cramer Rosenthal McGlynn's Truist Financial position peaked at $19.3M in Q3 2024.
  • 1,694 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Cramer Rosenthal McGlynn's 13F filing for Q2 2026, filed 13 Aug 2026.